UCMOK

United Capital Management of KS Portfolio holdings

AUM $714M
1-Year Est. Return 42.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.74M
3
+$2.72M
4
AMD icon
Advanced Micro Devices
AMD
+$1.75M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.12M

Top Sells

1
+$10.3M
2
+$7.82M
3
+$3.81M
4
F icon
Ford
F
+$2.84M
5
NVDA icon
NVIDIA
NVDA
+$1.44M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 11.02%
3 Energy 9.55%
4 Industrials 9.23%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,256
77
– –
-12,734
78
– –
-59,574
79
– –
-3,612
80
– –
-100,730
81
– –
-2,098
1 2 3
4